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INOVA

Charter #4968 · IN

Community 500M-750M
165 CUs in 500M-750M nationally 4 in IN
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INOVA has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 44.1% in tier
  • + Organic Growth Leader: Top 44.1% in tier
  • + Loan-to-Share Ratio: Top 0.6% in tier
  • + Total Loans: Top 5.5% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 0.4% in tier
  • - Shrinking Wallet Share: Bottom 95.1% in tier
  • - Deposit Outflow: Bottom 96.6% in tier
  • - ROA 0.64% below tier average
  • - Efficiency ratio 2.53% above tier (higher cost structure)
  • - Delinquency rate 0.13% above tier average
  • - AMR Growth Rate: Bottom 4.2% in tier
  • - Asset Growth Rate: Bottom 4.8% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 4 that size in Indiana.
  • Shares and deposits -4.5% year over year ($516M in shares and deposits).
  • Membership: 47,605 members, +0.6% vs a year ago.
  • Delinquency rate 0.94%.
  • Return on assets 0.17%.
  • Efficiency ratio 79.09% vs a 76.56% peer average.
  • Loan-to-share ratio 114.90% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 47,605
+0.6% YoY-0.1% QoQ
+9.7K 37,897
-5.0% YoY
23,392
+5.7% YoY
34,678
+6.6% YoY
Top 12.1% in tier
Assets $643.5M
-5.1% YoY-2.2% QoQ
+$21.1M $622.4M
+0.6% YoY
$404.4M
+8.2% YoY
$593.1M
+10.2% YoY
58%
Loans $592.9M
-2.6% YoY-0.2% QoQ
+$164.4M $428.5M
-0.7% YoY
$288.6M
+8.1% YoY
$418.6M
+10.1% YoY
Top 6.1% in tier
Deposits $516.0M
-4.5% YoY-0.9% QoQ
$-23.7M $539.8M
+0.9% YoY
$337.5M
+7.0% YoY
$504.8M
+10.3% YoY
37%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.2%
-173.3% YoY+108.7% QoQ
-0.6% 0.8%
+39.5% YoY
1.6%
+105.9% YoY
1.2%
+121.4% YoY
Bottom 6.1% in tier
NIM 3.5%
+6.6% YoY+2.5% QoQ
-0.1% 3.5%
+5.0% YoY
3.9%
+3.1% YoY
3.8%
+2.3% YoY
44%
Efficiency Ratio 79.1%
-2.1% YoY-1.4% QoQ
+2.5% 76.6%
-3.6% YoY
105.3%
+31.6% YoY
83.0%
-5.3% YoY
61%
Delinquency Rate 0.9%
-6.8% YoY-3.3% QoQ
+0.1 0.8%
+3.1% YoY
1.6%
+32.0% YoY
1.3%
+2.6% YoY
68%
Loan To Share 114.9%
+2.0% YoY+0.8% QoQ
+35.6% 79.3%
-1.4% YoY
68.6%
+0.4% YoY
66.4%
-1.4% YoY
Top 1.2% in tier
AMR $23,295
-4.1% YoY-0.4% QoQ
$-4K $27,294
+4.1% YoY
$18,349
+1.6% YoY
$20,028
-0.9% YoY
32%
CD Concentration 35.2%
-10.5% YoY-2.3% QoQ
+10.7% 24.6% 19.4% 20.0% 84%
Indirect Auto % 0.0% -13.6% 13.6% 11.1% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#335 of 344 • Top 44.1% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 0.59%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 0.17%
(Tier: 0.85%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
490 nationally
↓ Shrinking -271 CUs YoY | New qualifier

Organic Growth Leader

growth
#335 of 342 • Top 44.1% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 0.59%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
485 nationally
↓ Shrinking -91 CUs YoY | New qualifier

Concerns (3)

Deposit Outflow

decline
#6 of 84 • Bottom 96.6% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -4.51%
(Tier: 4.24%, National: 100.69%)
worse than tier avg
Member Growth (YoY): 0.59%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
84 of 276 Community CUs have this signature | 109 nationally
↓ Shrinking -9 CUs YoY

Shrinking Wallet Share

decline
#64 of 223 • Bottom 95.1% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -4.08%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 276 Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY

Liquidity Strain

risk
#67 of 224 • Bottom 0.4% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 114.90%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): -2.64%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank improving

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 165 peers in tier

Top Strengths (4 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 9.93%
#1 of 165 Top 0.1% in 500M-750M tier
2
Loan-to-Share Ratio
balance_sheet
Value: 114.90%
Peer Median: 81.50%
#2 of 165 Top 0.6% in 500M-750M tier
10
Total Loans
balance_sheet
Value: $592.92M
Peer Median: $428.72M
#10 of 165 Top 5.5% in 500M-750M tier
20
Total Members
engagement
Value: 47,605
Peer Median: 36,716
#20 of 165 Top 11.5% in 500M-750M tier

Top Weaknesses (8 metrics)

159
AMR Growth Rate
growth
Value: -4.08%
Peer Median: 3.83%
#159 of 165 Bottom 4.2% in 500M-750M tier
158
Asset Growth Rate
growth
Value: -5.08%
Peer Median: 4.61%
#158 of 165 Bottom 4.8% in 500M-750M tier
158
Deposit Growth Rate
growth
Value: -4.51%
Peer Median: 4.04%
#158 of 165 Bottom 4.8% in 500M-750M tier
155
Return on Assets (ROA)
profitability
Value: 0.17%
Peer Median: 0.74%
#155 of 165 Bottom 6.7% in 500M-750M tier
150
Net Charge-Off Rate
risk
Value: 0.99%
Peer Median: 0.41%
#150 of 165 Bottom 9.7% in 500M-750M tier
149
Net Worth Ratio
risk
Value: 8.36%
Peer Median: 10.42%
#149 of 165 Bottom 10.3% in 500M-750M tier
142
Loan Growth Rate
growth
Value: -2.64%
Peer Median: 4.82%
#142 of 165 Bottom 14.5% in 500M-750M tier
136
Share Certificate Concentration (%)
balance_sheet
Value: 35.23%
Peer Median: 26.69%
#136 of 165 Bottom 18.2% in 500M-750M tier
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